Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Micro Circuits Corp (AMCC) -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (1572)	9/25/2001 6:43:57 PM
From: techanalyst1	Respond to of 1805

How do you know what offices were combined? What about travel between the two companies? And are revenues the same now as they were a couple years ago? Is the cost of goods the same? And how do we know that they will still sell as much as last quarter? It's been a month since their annual meeting. What matters are forward guidance and we've seen many companies coming out cutting capex since their last cc. They might have to even guide lower for next quarter. I'm not going to try to figure out if they'll earn money or not. It doesn't matter. I can't buy enough shares to cause it to go up. It bottoms when it bottoms. If you want to figure it out, be my guest. Post what your thoughts are. I'd be interested to see how close they come to actual earnings.